WealthTrust Fairport’s Plains All American Pipeline PAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 343 |
|
|
2018
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 342 |
|
|
2018
Q3 | $10K | Hold |
400
| – | – | ﹤0.01% | 390 |
|
|
2018
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 387 |
|
|
2018
Q1 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 392 |
|
|
2015
Q1 | – | Sell |
-589
| Closed | -$30K | – | 310 |
|
|
2014
Q4 | $30K | Hold |
589
| – | – | ﹤0.01% | 219 |
|
|
2014
Q3 | $35K | Sell |
589
-151
| -20% | -$8.97K | 0.01% | 175 |
|
|
2014
Q2 | $44K | Hold |
740
| – | – | 0.01% | 161 |
|
|
2014
Q1 | $41K | Sell |
740
-660
| -47% | -$36.6K | 0.01% | 159 |
|
|
2013
Q4 | $72K | Buy |
1,400
+400
| +40% | +$20.6K | 0.01% | 131 |
|
|
2013
Q3 | $53K | Hold |
1,000
| – | – | 0.01% | 158 |
|
|
2013
Q2 | $56K | Buy |
+1,000
| New | +$56K | 0.01% | 159 |
|